Other · DOL Form 5500 · 2023

The Monterey Bay Aquarium Foundation Retirement Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
489
Participants Below avg headcount
91st
Percentile by assets National rank
$205,230
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Monterey Bay Aquarium Retirement Plan · Sponsored by The Monterey Bay Aquarium Foundation · California · Arts, Entertainment & Recreation

$100M in assets, 489 participants

The Monterey Bay Aquarium Foundation's The Monterey Bay Aquarium Retirement Plan reported $100M in total assets and 489 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,824 in Arts, Entertainment & Recreation (2,945 peers)

Where The Monterey Bay Aquarium Retirement Plan sits by assets

The Monterey Bay Aquarium Retirement Plan sits in the top 10% of all filed plans by assets, $100M for 489 participants (~$205,230/participant), up 11.5% in 2023.

#2,824
in Arts, Entertainment & Recreation (2,945 peers)
+11.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The Monterey Bay Aquarium Retirement Plan's outsized position by total assets

The Monterey Bay Aquarium Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$100,357,580 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Monterey Bay Aquarium Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Monterey Bay Aquarium Retirement Plan sits mid-pack in the medium band (489 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Monterey Bay Aquarium Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Monterey Bay Aquarium Retirement Plan end-of-year assets rose from $90M in the plan year 2022 filing to $100M in the plan year 2023 filing.
  • The Monterey Bay Aquarium Retirement Plan reported participants rose from 439 in the plan year 2022 filing to 489 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942487469 · The Monterey Bay Aquarium Foundation PY 2023 · Other

The Monterey Bay Aquarium Retirement Plan · $100M · 489 · 91st

  • SCH $100M
  • EBSA 489
  • PART 91st
  • TYPE Other
  • NET near Johns Hopkins Home Care Group 403(b) Plan
  • BOOK ind #2824

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in California →

The Monterey Bay Aquarium Retirement Plan in the asset neighbourhood

Marymount Manhattan College Tax Deferred Annuity Retirement PlanMarymount Manhattan College …$101MHuman Rights Watch Retirement Savings PlanHuman Rights Watch Retiremen…$101MJohns Hopkins Home Care Group 403(b) PlanJohns Hopkins Home Care Grou…$101MThe Monterey Bay Aquarium Retirement PlanThe Monterey Bay Aquarium Re…$100MThe Packer Collegiate Institute Defined Contribution Retirement PlanThe Packer Collegiate Instit…$100M
End-of-year total assets ($M) among The Monterey Bay Aquarium Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$100M
Net Income$10M
Employer EIN942487469
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Monterey Bay Aquarium Foundation)

Sponsor-wide plan assets over time

All The Monterey Bay Aquarium Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$105M 16.21288932436516% vs 2022
2024 filing year
$85M$90M$95M$100M$105M$110M 202220232024 $90M $105M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 439 $90M
2023 1 489 $100M
2024 1 525 $105M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

The Monterey Bay Aquarium Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Monterey Bay Aquarium Retirement Plan, Total assets ($B): 0.10035758 · Participants: 489The Monterey Bay Aquarium Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
The Monterey Bay Aquarium Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Monterey Bay Aquarium Retirement Plan side-by-side with 3 peers →

The Monterey Bay Aquarium Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Johns Hopkins Home Care Group 403(b) Plan in MD ($101M); by covered participants it is Living Alternatives for the Developmentally Disabled, Inc. Retirement Savings Plan in MI (489 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (489 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Monterey Bay Aquarium Retirement Plan assets move in 2023? ▼
The Monterey Bay Aquarium Retirement Plan grew at a solid clip - up 11.5% during 2023, from $90M to $100M. Reported net income was $10M.
How have The Monterey Bay Aquarium Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Monterey Bay Aquarium Foundation's sponsor-wide assets grew 16.2%, from $90M to $105M.
Where does The Monterey Bay Aquarium Retirement Plan rank by assets among Form 5500 filers? ▼
The Monterey Bay Aquarium Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Monterey Bay Aquarium Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Johns Hopkins Home Care Group 403(b) Plan in MD ($101M, 1,369 participants).
Which Other plans cover a similar participant headcount to The Monterey Bay Aquarium Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Living Alternatives for the Developmentally Disabled, Inc. Retirement Savings Plan in MI (489 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942487469.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.